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CWIAX vs HEOFX
CWIAX vs HEOFX Comparison
Open Charts CWIAX vs HEOFX
American Funds Capital World Gr&Inc 529A
Price$63.39
Change+$0.33 (+0.52%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities F
Price$16.47
Change+$0.13 (+0.80%)
VolumeN/A
CapitalizationN/A
CWIAX vs HEOFX Comparison Chart
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CWIAX vs. HEOFX commentary
Dec 24, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWIAX is a Buy and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 125B vs. HEOFX (128M). CWIAX pays higher dividends than HEOFX: CWIAX (1.67) vs HEOFX (0.80). CWIAX was incepted earlier than HEOFX: CWIAX (23 years) vs HEOFX (8 years). HEOFX is a more actively managed with annual turnover of: 75.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than HEOFX: CWIAX (250) vs HEOFX (1000000). CWIAX annual gain was more profitable for investors over the last year : 8.59 vs. HEOFX (7.24). HEOFX return over 5 years is better than : 48.29 vs. CWIAX (33.27).
| CWIAX | HEOFX | CWIAX / HEOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 7.642 | 5.848 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 128M | 97,656% |
| Annual Yield % from dividends | 1.67 | 0.80 | 208% |
| Returns for 1 year | 8.59 | 7.24 | 119% |
| Returns for 3 years | 8.37 | -0.90 | -933% |
| Returns for 5 years | 33.27 | 48.29 | 69% |
| Returns for 10 years | 65.20 | N/A | - |
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